David Levine is a Private Wealth Advisor, Senior Portfolio Manager, and Retirement Plan Consultant at UBS Wealth Management, where they have been since 2007. Previously, they served as a First Vice President - Investments at UBS Financial Services Inc. and as a Platinum Financial Advisor at American Express Financial Advisors from 1991 to 2007. Levine earned a Bachelor of Science in Business Administration and Management from Albertus Magnus College between 1997 and 1999. They also hold multiple financial designations, including CFP, ChFC, CLU, CIMA, CPWA, and CEPA, and were a registered financial advisor with the NFL Players Association in 2020/2021.
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